Appointment Scheduler
Expivia Interaction Marketing Group Inc.
full-time
Posted on:
Location Type: Hybrid
Location: Erie • Pennsylvania • United States
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Salary
💰 $13 - $14 per hour
About the role
- Communicate with current clients of financial advisers by phone and email (No cold calling)
- Conduct scripted qualifying questions to understand client interest and needs
- Schedule, confirm, and manage adviser appointments
- Follow up with clients to maintain engagement and a positive experience
- Keep adviser calendars organized and accurate
Requirements
- High school diploma or GED (required)
- Experience in customer service, scheduling, or sales (preferred)
- Must successfully pass a criminal background check
- Proficient with Microsoft Word & Excel
- Excellent communication skills and professional phone presence
- Organized, detail-oriented, and able to multitask effectively
- Positive attitude and commitment to client satisfaction.
Benefits
- Flexibility of working from home
- Career Growth
- Clear Career Path
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
customer serviceschedulingsalesMicrosoft WordMicrosoft Excel
Soft Skills
communication skillsprofessional phone presenceorganizeddetail-orientedmultitaskingpositive attitudeclient satisfaction
Certifications
high school diplomaGED